Tracking common 'individual' 3rd party billers when generating outstanding payment report

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Is there any way of tracking common 'individual' 3rd party billers when generating outstanding payment reports, as this would be extremely helpful for our accounts staff when calling insurance companies to chase outstanding debt.
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Liam James

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Posted 4 years ago

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Andrew, Community Manager

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Hi Liam

When using the Bill to Third Party - Individual option, there is no link to any existing patient or company file to be reported on.  This feature will simply allow you to overwrite the billing address text printed on the top of receipts, invoices and statements. Because it is a 'free-text' area, there isn't any way to track a common individual third party biller.

For example, the third party 'Mr Roger Banks' below doesn't exist within the database, but can still be specified for the billing address. For convenience, you can browse the patient database and select an existing file to copy the address text from, but a 'link' between files will only be made if you select Bill to Third Party - Linked.



Please note the Bill to Third Party - Linked option is not suitable for every third party biller, as many third parties only accept individual patient invoices.
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Andrew, Community Manager

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Depending on what information you require, you could consider using the 'Patient List' report to export to your patient data to Excel.

First go to the Reports menu followed by Patient List, then click Export.



Once you have your patient list exported to Excel, you could then sort by the 'Billing Name' or 'Billing Address' columns to group all patients billing to certain individual third parties.